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<< Click to Display Table of Contents >> Navigation: Activity Records > Copying an Activity |
When copying a member from the Activity List, a few options are available to control how much of the record is actually duplicated.
1.Choose the Activities tab from the ribbon bar.
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2.In the Records section of the ribbon choose Copy.

3.The Copy window will open so you can set the new name and options:

4.The following fields are available:
•New Name - the name for the activity. This defaults to the current name with an asterisk appended
•Include Postings - controls whether all income/expense postings for the activity are copied
•Include Attendees - controls whether all attendee records (and their postings if the Include Postings option is on) are copied
5.When ready to copy, click Save.